Our conversation with Som Seif, President and CEO, Purpose Investments continues. In the context of the rotation and pullback that has been underway, we asked Seif if he thought the move upward in value stocks was a sign of a comeback?
MFS Investment Management thinks international large-cap value stocks are ready to run. After years of being written off by growth-obsessed investors, this overlooked corner of the market may be setting up for a comeback that rhymes with one of the biggest rotations in recent memory.
A properly functioning Strait of Hormuz holds the keys to clarity around the growth, inflation, and market shock that has stemmed from the war in the Middle East.